choldsworth
asked on
Migrating Salesforce data to CRM 4
I've been working on a migration from Salesforce to CRM4 for the last few days and have run into a problem with contact lookups. Some background:
- I am not able to use the API to do a migration using a tool like CRMMigrate (due to our Salesforce version), nor does our company want to spend the money on CRMMigrate.
- I've been using the CRM Data Migration Tool, as well as the Advanced Map Editor.
- I've been able to migrate accounts/contacts with appropriate lookups/hooks without problem using the built in Salesforce map BUT,
- We have custom Salesforce forms (Training forms) to migrate which have fields that do lookups on account and contact that I haven't been able to move over. I can move all data w/o problem except the account/contact lookups.
I've been trying to use the Advanced Map Editor to create the appropriate transforms to accomplish this, but I haven't been able to get it to work properly. I'm fairly sure I need to use the 'Replace' Transform, but I must be messing something up. Can anyone give any advice as to how to get this to work?
Any help is appreciated. If I've forgotten to give any key information please ask. We're trying to get this moved as soon as possible. Thanks!
- I am not able to use the API to do a migration using a tool like CRMMigrate (due to our Salesforce version), nor does our company want to spend the money on CRMMigrate.
- I've been using the CRM Data Migration Tool, as well as the Advanced Map Editor.
- I've been able to migrate accounts/contacts with appropriate lookups/hooks without problem using the built in Salesforce map BUT,
- We have custom Salesforce forms (Training forms) to migrate which have fields that do lookups on account and contact that I haven't been able to move over. I can move all data w/o problem except the account/contact lookups.
I've been trying to use the Advanced Map Editor to create the appropriate transforms to accomplish this, but I haven't been able to get it to work properly. I'm fairly sure I need to use the 'Replace' Transform, but I must be messing something up. Can anyone give any advice as to how to get this to work?
Any help is appreciated. If I've forgotten to give any key information please ask. We're trying to get this moved as soon as possible. Thanks!
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